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Glen Eagle Advisors’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Glen Eagle Advisors’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Sell
2,347
-270
-10% -$13.4K 0.02% 323
2025
Q4 		$123K Sell
2,617
-1,253
-32% -$58.4K 0.02% 306
2025
Q3 		$179K Buy
3,870
+60
+2% +$2.69K 0.02% 276
2025
Q2 		$162K Sell
3,810
-6,393
-63% -$258K 0.03% 270
2025
Q1 		$416K Sell
10,203
-22,361
-69% -$985K 0.07% 157
2024
Q4 		$1.46M Buy
32,564
+10,183
+45% +$474K 0.24% 74
2024
Q3 		$1.02M Buy
22,381
+12,598
+129% +$553K 0.17% 99
2024
Q2 		$406K Sell
9,783
-5,785
-37% -$241K 0.07% 153
2024
Q1 		$670K Sell
15,568
-3,996
-20% -$165K 0.13% 121
2023
Q4 		$825K Buy
19,564
+577
+3% +$21.7K 0.17% 105
2023
Q3 		$701K Sell
18,987
-16,975
-47% -$661K 0.16% 108
2023
Q2 		$1.4M Buy
35,962
+24,720
+220% +$919K 0.32% 72
2023
Q1 		$425K Buy
11,242
+9,158
+439% +$358K 0.11% 146
2022
Q4 		$77K Buy
+2,084
New +$78.1K 0.02% 309
2020
Q2 		– Sell
-50
Closed -$1.09K – 943
2020
Q1 		$1.09K Sell
50
-285
-85% -$8.26K ﹤0.01% 748
2019
Q4 		$10.9K Hold
335
– – 0.01% 566
2019
Q3 		$10.1K Sell
335
-27
-7% -$814 0.01% 509
2019
Q2 		$11.1K Hold
362
– – 0.01% 479
2019
Q1 		$10.9K Hold
362
– – 0.01% 469
2018
Q4 		$9.54K Sell
362
-10
-3% -$295 0.01% 464
2018
Q3 		$12.4K Buy
372
+58
+18% +$1.93K 0.01% 441
2018
Q2 		$10.1K Buy
314
+242
+336% +$7.62K 0.01% 458
2018
Q1 		$2.15K Buy
+72
New +$2.19K ﹤0.01% 584

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Glen Eagle Advisors's SPSM Position: Q1 2026 in Review

Glen Eagle Advisors reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q1 2026, selling an estimated $13.4K and leaving 2,347 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #323.

Glen Eagle Advisors first reported a position in SPSM in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.46M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Glen Eagle Advisors held 2,347 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $113K as of Q1 2026.
  • Glen Eagle Advisors sold 270 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $13.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.02% of Glen Eagle Advisors's portfolio in Q1 2026, its #323 holding.
  • Glen Eagle Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 23 quarters since.
  • Glen Eagle Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.46M in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.